A detailed history of Yousif Capital Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Yousif Capital Management, LLC holds 1,697 shares of LPLA stock, worth $558,991. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,697
Previous 1,647 3.04%
Holding current value
$558,991
Previous $460,000 14.35%
% of portfolio
0.0%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$193.0 - $282.1 $9,650 - $14,105
50 Added 3.04%
1,697 $394,000
Q2 2024

Jul 31, 2024

SELL
$256.41 - $288.82 $11,794 - $13,285
-46 Reduced 2.72%
1,647 $460,000
Q1 2024

Apr 26, 2024

BUY
$230.75 - $273.77 $21,690 - $25,734
94 Added 5.88%
1,693 $447,000
Q4 2023

Feb 01, 2024

SELL
$209.89 - $239.77 $10,914 - $12,468
-52 Reduced 3.15%
1,599 $363,000
Q3 2023

Oct 30, 2023

BUY
$218.49 - $247.52 $8,739 - $9,900
40 Added 2.48%
1,651 $392,000
Q2 2023

Aug 02, 2023

SELL
$180.95 - $217.9 $19,723 - $23,751
-109 Reduced 6.34%
1,611 $350,000
Q1 2023

May 02, 2023

SELL
$192.0 - $255.57 $16,320 - $21,723
-85 Reduced 4.71%
1,720 $348,000
Q4 2022

Jan 09, 2023

BUY
$206.94 - $269.62 $22,763 - $29,658
110 Added 6.49%
1,805 $0
Q3 2022

Nov 04, 2022

SELL
$172.53 - $233.2 $61,075 - $82,552
-354 Reduced 17.28%
1,695 $370,000
Q2 2022

Aug 01, 2022

SELL
$167.48 - $218.52 $62,804 - $81,945
-375 Reduced 15.47%
2,049 $378,000
Q1 2022

May 12, 2022

BUY
$143.67 - $190.77 $12,211 - $16,215
85 Added 3.63%
2,424 $443,000
Q4 2021

Jan 31, 2022

BUY
$152.65 - $175.02 $357,048 - $409,371
2,339 New
2,339 $374,000

Others Institutions Holding LPLA

About LPL Financial Holdings Inc.


  • Ticker LPLA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 79,769,800
  • Market Cap $26.3B
  • Description
  • LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and ed...
More about LPLA
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